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Celestica: The Quiet AI Hardware Powerhouse
Seeking Alpha· 2025-05-16 20:45
Celestica Inc. (NYSE: CLS ) may not be a household name, but this Toronto-based electronics manufacturer has quietly positioned itself as a big winner in some of today’s hottest technology and industrial trends. In many ways, Celestica is"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep ...
Celestica: An Overlooked AI Play
Seeking Alpha· 2025-05-09 12:19
My previous bullish thesis on Celestica ( CLS ) did not age very well as the stock is currently around 9% cheaper. This is quite surprising because Celestica's fundamentals are becoming stronger. The big tech earnings season alsoI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In ...
Celestica: AI Needs It, The Market Doesn't Know It
Seeking Alpha· 2025-05-09 10:15
Pythia Research focuses on multi-bagger stocks, primarily in the technology sector. Our approach combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with high conviction and asymmetric risk-reward potential. By leveraging both traditional and unconventional insights, we aim to uncover breakout opportunities before they gain mainstream attention. Our multidisciplinary strategy helps us navigate market sentiment, identify emerging trends, a ...
Finding Opportunity In Chaos: Why Celestica Thrives
Seeking Alpha· 2025-05-05 14:53
Back in February, after Celestica's ( CLS ) strong Q4 2024 results, I downgraded my rating slightly from Strong Buy to Buy, mostly because it went up fast and upcoming negative seasonality. I argued thatBram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on special situations.Analyst’s Disclosure: I ...
Celestica Q1: Positioned Powerfully For The AI Revolution
Seeking Alpha· 2025-05-04 08:40
Group 1 - Celestica is positioned as a key player in the AI and cloud infrastructure sectors, benefiting from the increasing demand from hyperscalers [1] - The company serves as a profit-leveraged enabler for backbone systems, indicating its critical role in supporting the growth of these technologies [1] Group 2 - The investment strategy of the analyst focuses on long-term fundamentals and valuation discipline, particularly in technology, semiconductors, AI, and energy sectors [1] - The analyst manages a long-only, unleveraged portfolio aimed at capital preservation and capturing asymmetric upside during market dislocations [1] - The Nasdaq High-Alpha Black Swan Portfolio is highlighted as a private strategy designed for resilience and long-term outperformance [1]
Celestica (CLS) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-05-02 17:00
Celestica (CLS) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of ...
CLS Stock Almost Doubles in a Year: Should You Take the Bait?
ZACKS· 2025-05-02 15:20
Celestica Inc. (CLS) has gained 98.8% over the past year compared with the industry’s growth of 36.4%. It has also outperformed peers like Flex Ltd. (FLEX) and Jabil Inc. (JBL) . Flex has gained 26.7% and Jabil is up 25.9% over this period.  Celestica boasts a diverse portfolio of products that are integral to AI (artificial intelligence) applications. With more than 25 years of experience in manufacturing backed by a simplified and optimized global network, it is committed to delivering next-generation, cl ...
Wall Street Analysts Think Celestica (CLS) Could Surge 34.51%: Read This Before Placing a Bet
ZACKS· 2025-05-02 15:00
Shares of Celestica (CLS) have gained 28.9% over the past four weeks to close the last trading session at $89.21, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $120 indicates a potential upside of 34.5%.The average comprises 10 short-term price targets ranging from a low of $95 to a high of $150, with a standard deviation of $13.85. While the lowest estimate indicates an incre ...
Celestica (CLS) Just Overtook the 50-Day Moving Average
ZACKS· 2025-05-02 14:30
From a technical perspective, Celestica (CLS) is looking like an interesting pick, as it just reached a key level of support. CLS recently overtook the 50-day moving average, and this suggests a short-term bullish trend.The 50-day simple moving average, which is one of three major moving averages, is widely used by traders and analysts to establish support and resistance levels for a range of securities. Because it's the first sign of an up or down trend, the 50-day is considered to be more important.CLS ha ...
These Analysts Revise Their Forecasts On Celestica After Q1 Earnings
Benzinga· 2025-04-28 17:04
Celestica Inc CLS reported better-than-expected first-quarter earnings after the closing bell on Thursday.The company posted revenue of $2.65 billion, versus estimates of $2.61 billion. Adjusted earnings came in at $1.20 per share, versus estimates of $1.15 per share."Celestica delivered a strong first quarter in 2025, achieving revenue of $2.65 billion and non-GAAP adjusted EPS of $1.20, both surpassing the high end of our guidance ranges. This strong performance was further highlighted by our highest ever ...